Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITIX (MASSACHUSETTS INVESTORS TRUST I) | 8.09% | 20.80% | 18.08% | 6.89% | 11.22% | 11.39% | 9.64% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITIX (MASSACHUSETTS INVESTORS TRUST I) | 03/26/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 20.80 | 18.08 | 6.89 | 11.22 | 11.39 | 9.64 | … | … | 8.09 | 13.97 | 19.97 | 19.54 | -22.59 | 17.12 | 10.15 | 32.23 | -5.07 | 23.78 | 9.11 | 0.37 | 11.44 | 32.17 | 19.47 | -1.55 | 11.80 | 28.18 | -32.55 | 10.99 | 13.55 | 7.73 | 11.74 | 21.70 | -22.68 | -17.27 | -4.43 | 3.50 | 15.64 | 15.34 |
| Sharpe Ratio | NA | 1.68 | 1.12 | 0.27 | 0.55 | NA | NA | … | … | 1.42 | 0.68 | 1.38 | 1.29 | -1.03 | 1.16 | 0.30 | 2.51 | -0.39 | 3.38 | 0.65 | 0.02 | 0.98 | 2.85 | 1.49 | -0.07 | 0.67 | 1.07 | -0.85 | 0.51 | 1.02 | 0.54 | 0.99 | 1.31 | -0.97 | -1.13 | -0.45 | 0.01 | 0.66 | 0.85 |
| Standard Deviation(%) | NA | 11.21 | 13.46 | 16.23 | 17.45 | NA | NA | … | … | 12.85 | 16.35 | 11.85 | 12.42 | 23.35 | 14.70 | 33.25 | 12.27 | 16.43 | 6.87 | 13.78 | 15.64 | 11.61 | 11.26 | 13.15 | 24.28 | 17.43 | 26.15 | 39.16 | 15.53 | 9.96 | 10.15 | 10.87 | 16.02 | 24.51 | 17.74 | 19.20 | 15.52 | 18.50 | 19.74 |
| Draw Down(%) | NA | 9.72 | 16.09 | 29.99 | 33.43 | NA | NA | … | … | 9.72 | 16.09 | 8.12 | 10.02 | 24.64 | 10.88 | 33.43 | 6.03 | 18.37 | 2.60 | 10.91 | 11.12 | 8.26 | 5.67 | 10.87 | 20.22 | 15.84 | 24.64 | 43.48 | 8.39 | 8.52 | 6.90 | 8.11 | 13.46 | 31.53 | 28.34 | 12.22 | 14.48 | 18.71 | 11.72 |
| Yield(%) | 0.00 | 14.98 | 14.51 | 7.62 | 9.45 | 10.79 | 9.44 | … | … | 0.00 | 15.31 | 16.23 | 12.55 | 1.03 | 1.11 | 1.07 | 9.86 | 11.94 | 8.78 | 6.80 | 6.09 | 7.44 | 2.99 | 4.45 | 1.28 | 1.13 | 2.01 | 2.56 | 8.93 | 1.36 | 1.12 | 1.57 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.76 |
Data as of 06/04/2026, Common starting date is 03/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITIX (MASSACHUSETTS INVESTORS TRUST I) |
-16.86%
Mar 2000 – Mar 2003 |
-9.10%
Mar 1998 – Mar 2003 |
-3.82%
Feb 1999 – Feb 2009 |
2.14%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITIX (MASSACHUSETTS INVESTORS TRUST I) |
22.63%
Feb 2009 – Feb 2012 |
21.77%
Feb 2009 – Feb 2014 |
15.58%
Sep 2011 – Sep 2021 |
13.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart